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Caldwell Trust’s Restaurant Brands International QSR Stock Holding History

Caldwell Trust’s Portfolio QSR Stock Details QSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.35M Buy
18,560
+3,095
+20% +$236K 0.11% 149
2026
Q1 		$1.14M Buy
15,465
+12,866
+495% +$903K 0.1% 152
2025
Q4 		$177K Buy
+2,599
New +$179K 0.02% 336

Other funds holding QSR

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return

Caldwell Trust's QSR Position: Q2 2026 in Review

Caldwell Trust increased its Restaurant Brands International (QSR) stake by 20% in Q2 2026, buying an estimated $236K and bringing the position to 18,560 shares worth $1.35M. The position accounts for 0.11% of the portfolio, ranked #149.

Caldwell Trust first reported a position in QSR in Q4 2025 and has held it in 3 quarters since. 579 funds tracked by Wall St. Rank hold QSR as of Q2 2026.

  • Caldwell Trust held 18,560 shares of Restaurant Brands International worth $1.35M as of Q2 2026.
  • Caldwell Trust bought 3,095 Restaurant Brands International shares in Q2 2026, an estimated $236K.
  • Restaurant Brands International made up 0.11% of Caldwell Trust's portfolio in Q2 2026, its #149 holding.
  • Caldwell Trust first reported a position in Restaurant Brands International in Q4 2025 and has held it in 3 quarters since.
  • 579 funds tracked by Wall St. Rank held Restaurant Brands International as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.